TAO Family Office
Independent multi-family office in Tel Aviv: outsourced CIO, wealth and tax planning, banking services, structured products, real estate, aliyah and philanthropy services.
Identity
- HEADQUARTERS
- Tel Aviv, Israel
- FOUNDED
- 2017
- OUTSIDE CAPITAL
- Yes — also manages others' money
Overview
TAO Family Office, at 76 Igal Alon Street in Tel Aviv, describes itself as an independent, full-service multi-family office for high-net-worth individuals and families. Its flagship service is acting as the family's Chief Investment Officer: setting investment strategy, selecting managers and investments, asset allocation and risk management. It also covers wealth and tax planning, liquidity forecasting, intergenerational wealth transfer, banking services, customized structured products, real estate, aliyah services and philanthropy, and coordinates the family's external advisers.
People
- Gabi DishiFounder · source
- Tatyana TanchelsonBusiness Partner · source
- Alin GoldshteinBusiness Partner · source
- Alexander PotievskiyBusiness Partner · source
Frequently asked questions
TAO Family Office is a multi family office based in Tel Aviv, Israel, founded in 2017.
TAO Family Office does not publicly state whether it puts its own money into companies or invests through funds.
Key people at TAO Family Office include Gabi Dishi (Founder), Tatyana Tanchelson (Business Partner), Alin Goldshtein (Business Partner) and Alexander Potievskiy (Business Partner).
Yes. TAO Family Office manages capital from outside investors.